CONFLUENCE INVESTMENT MANAGEMENT LLC

Position in LIN — Linde PLC

CIK 1442056 ST. LOUIS, MO

Position in LIN

as of Jun 30, 2026 · filed Jul 1, 2026 Compact

Position Value

$140,491,069

+$155,295 QoQ

Shares Held

270,727

-4.4% QoQ

Ownership

0.059%

of shares outstanding

% of Portfolio

2.69%

of 13F equity value

Holder Rank

#1

of 94 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 99.68344377710305.ToString("F0")% Shared 0.ToString("F0")% None 0.3165562228969512.ToString("F0")%

Basic Materials · as of Jun 30, 2026

CONFLUENCE INVESTMENT MANAGEMENT LLC holds $244,698,897 across 4 Specialty Chemicals names. LIN ranks #1 (57.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LIN	Linde PLC This page	270,727	$140,491,069
2	APD	Air Products & Chemicals, Inc.	202,897	$59,485,341
3	ECL	Ecolab Inc.	83,581	$23,286,502
4	SHW	Sherwin Williams Co	62,256	$21,435,985

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$140,491,069	270,727	-4.4%	Shares	Sole	2026-07-01
2026-03-31	$140,335,774	283,072	-4.8%	Shares	Sole	2026-04-01
2025-12-31	$126,775,553	297,323	-4.0%	Shares	Sole	2026-01-05
2025-09-30	$147,160,225	309,811	-2.1%	Shares	Sole	2025-10-14
2025-06-30	$148,467,318	316,440	-1.9%	Shares	Sole	2025-07-01
2025-03-31	$150,146,083	322,451	-3.2%	Shares	Sole	2025-04-01
2024-12-31	$139,501,681	333,202	-1.4%	Shares	Sole	2025-01-02
2024-09-30	$161,196,323	338,037	-1.5%	Shares	Sole	2024-10-31
2024-06-30	$150,520,606	343,020	-7.2%	Shares	Sole	2024-07-01
2024-03-31	$171,607,100	369,588	-5.5%	Shares	Sole	2024-04-01
2023-12-31	$160,581,038	390,984	-3.7%	Shares	Sole	2024-11-05
2023-09-30	$151,134,258	405,893	-2.6%	Shares	Sole	2023-10-10
2023-06-30	$158,747,257	416,572	-2.9%	Shares	Sole	2023-07-03
2023-03-31	$152,504,375	429,058	—	Shares	Sole	2023-04-04
No filing history on record for this holder in this stock.